VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

United Rentals, Inc. vs Verisk Analytics, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

United Rentals, Inc.

URI · New York Stock Exchange

Market cap (USD)$51.5B
SectorIndustrials
CountryUS
Data as of2026-01-01
Moat score
63/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into United Rentals, Inc.'s moat claims, evidence, and risks.

View URI analysis

Verisk Analytics, Inc.

VRSK · NASDAQ Global Select Market

Market cap (USD)$31.3B
SectorIndustrials
CountryUS
Data as of2025-12-30
Moat score
87/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Verisk Analytics, Inc.'s moat claims, evidence, and risks.

View VRSK analysis

Comparison highlights

  • Moat score gap: Verisk Analytics, Inc. leads (87 / 100 vs 63 / 100 for United Rentals, Inc.).
  • Segment focus: United Rentals, Inc. has 2 segments (70.7% in General Rentals); Verisk Analytics, Inc. has 2 segments (70.2% in Underwriting Solutions).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: United Rentals, Inc. has 9 moat types across 3 domains; Verisk Analytics, Inc. has 6 across 3.

Primary market context

United Rentals, Inc.

General Rentals

Market

Construction & industrial equipment rental (general line)

Geography

United States and Canada

Customer

Construction and industrial companies, manufacturers, utilities, municipalities, homeowners

Role

Equipment rental provider / fleet operator

Revenue share

70.7%

Verisk Analytics, Inc.

Underwriting Solutions

Market

Property and casualty insurance underwriting content and analytics (forms and rules and loss costs, underwriting data and catastrophe and weather risk)

Geography

Primarily U.S. (with growing international offerings)

Customer

P&C insurers (personal and commercial lines)

Role

Insurance data and analytics and standards and content provider

Revenue share

70.2%

Side-by-side metrics

United Rentals, Inc.
Verisk Analytics, Inc.
Ticker / Exchange
URI - New York Stock Exchange
VRSK - NASDAQ Global Select Market
Market cap (USD)
$51.5B
$31.3B
Sector
Industrials
Industrials
HQ country
US
US
Primary segment
General Rentals
Underwriting Solutions
Market structure
Competitive
Oligopoly
Market share
9.5%-11% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
63 / 100
87 / 100
Moat domains
Supply, Demand, Legal
Network, Legal, Demand
Last update
2026-01-01
2025-12-30

Moat coverage

Shared moat types

Data Workflow LockinCompliance Advantage

United Rentals, Inc. strengths

Physical Network DensityPreferential Input AccessOperational ExcellenceBrand TrustService Field NetworkScope EconomiesCapacity Moat

Verisk Analytics, Inc. strengths

De Facto StandardEcosystem ComplementsFormat Lock InData Network Effects

Segment mix

United Rentals, Inc. segments

Full profile >

General Rentals

Competitive

70.7%

Specialty

Competitive

29.3%

Verisk Analytics, Inc. segments

Full profile >

Underwriting Solutions

Oligopoly

70.2%

Claims Solutions

Oligopoly

29.8%

Want the full wide moat stocks list?

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.